AWM
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AE Wealth Management’s BlackBerry BB Stock Holding History

AE Wealth Management’s Portfolio BB Stock Details BB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Buy
17,687
+2,064
+13% +$14.4K ﹤0.01% 1657
2026
Q1 		$50.6K Buy
15,623
+25
+0.2% +$88 ﹤0.01% 1954
2025
Q4 		$59.1K Hold
15,598
– – ﹤0.01% 1822
2025
Q3 		$76.1K Hold
15,598
– – ﹤0.01% 1635
2025
Q2 		$71.4K Buy
+15,598
New +$58.8K ﹤0.01% 1554

Other funds holding BB

Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AE Wealth Management's BB Position: Q2 2026 in Review

AE Wealth Management increased its BlackBerry (BB) stake by 13% in Q2 2026, buying an estimated $14.4K and bringing the position to 17,687 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

AE Wealth Management first reported a position in BB in Q2 2025 and has held it in 5 quarters since. 286 funds tracked by Wall St. Rank hold BB as of Q2 2026.

  • AE Wealth Management held 17,687 shares of BlackBerry worth $224K as of Q2 2026.
  • AE Wealth Management bought 2,064 BlackBerry shares in Q2 2026, an estimated $14.4K.
  • BlackBerry made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1657 holding.
  • AE Wealth Management first reported a position in BlackBerry in Q2 2025 and has held it in 5 quarters since.
  • 286 funds tracked by Wall St. Rank held BlackBerry as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.